Video Library » Product Walkthrough » CRM + Projects

CRM + Projects

Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Capture every piece of your sales conversation with Gmail or... Read More

Accelo combines communication, collaboration and all client work in one system to give your team a central place to do amazing work. Capture every piece of your sales conversation with Gmail or Outlook email sync. Integrate project estimates and generate professional quotes that automatically convert to live projects. Find time estimates with rates and Gantt charts to start delivering projects on time and on ledger, and track your live progress from our budgets to profit margins. Know your team schedule when assigning out work and move work around if team members get too busy. Assigned work automatically populates the team's timesheet for easy and accurate logging and when your work is done get paid for through our QuickBooks and Xero accounting integrations.

Read Less

My Schedule

My Schedule

Good afternoon and welcome back to another session of How to Do Things in Accelo. Today we're going to be...

Scheduling
Team Scheduling

Team Scheduling

Welcome back to another session of How to Do Things in Accelo. We're going to be looking at a really...

Scheduling
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose...

Configuration & Setup
Task Settings

Task Settings

Welcome back. We're going to take a look at Task Settings. Task Settings can be found in the configuration and...

Configuration & Setup
How helpful was this page?
4.2 (Based on 12 ratings)
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue